Peloton Wealth Strategists / BOX
Peloton Wealth Strategists’s Box Inc Position
Does Peloton Wealth Strategists own Box Inc (BOX)? Not currently — the last reported position was 136.3K shares worth $4M in Q2 2024; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$4M
Q2 2024
Shares
136.3K
% of Portfolio
+1.48%
Quarters Held
22
position exited
Position History BOX
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2024 | 136.3K | $4M | +1.48% |
| Q1 2024 | 155.5K | $4M | +1.79% |
| Q4 2023 | 171.0K | $4M | +1.90% |
| Q3 2023 | 176.7K | $4M | +1.97% |
| Q2 2023 | 184.1K | $5M | +2.39% |
| Q1 2023 | 192.1K | $5M | +2.35% |
| Q4 2022 | 192.0K | $6M | +2.88% |
| Q3 2022 | 192.7K | $5M | +2.45% |
| Q2 2022 | 198.4K | $5M | +2.43% |
| Q1 2022 | 208.0K | $6M | +2.52% |
| Q4 2021 | 211.4K | $6M | +2.22% |
| Q3 2021 | 221.1K | $5M | +2.14% |
| Q2 2021 | 214.0K | $5M | +2.26% |
| Q4 2020 | 212.4K | $4M | +1.90% |
| Q3 2020 | 205.8K | $4M | +2.00% |
| Q2 2020 | 201.8K | $4M | +2.64% |
| Q1 2020 | 197.4K | $3M | +2.26% |
| Q4 2019 | 188.9K | $3M | +1.92% |
| Q3 2019 | 188.5K | $3M | +2.00% |
| Q2 2019 | 155.4K | $3M | +1.83% |
| Q1 2019 | 138.7K | $3M | +1.85% |
| Q4 2018 | 126.2K | $2M | +1.73% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Peloton Wealth Strategists’s full portfolio or all institutional holders of BOX.